-40.7%
OKLO vs LULU
-49.9%
+9.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -17.4% | +21.0% | +3.8% |
| 7D | +2.8% | -16.7% | +19.5% | +3.0% |
| 30D | -4.0% | -18.5% | +14.5% | -3.7% |
| 3M | -36.9% | -19.5% | -17.4% | -36.4% |
| 6M | -37.1% | -41.9% | +4.8% | -38.2% |
| YTD | -42.5% | -51.6% | +9.1% | -44.1% |
| 1Y | -40.7% | -51.2% | +10.5% | -41.3% |
| All | -40.7% | -49.9% | +9.2% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LULU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling